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Last login: 10/25/2016 12:28 p.m. CST

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jdoe1983

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Sso Account Exception

Account Exception

CUSTOMER AND ACCOUNT INFORMATION

Full Name:
Dr. Jason Ronald Smith Sr.

SSN/TIN:
123-12-1234

DOB:
10/14/1948

Account # Product Roles Status
123456789 Term Life Owner Active
987654321 Variable Annuity Owner Active
234567899 Defined Contribution Participant Active
ACCOUNT EXCEPTION
Account # Product Roles Status
123PLA89 Term Life Owner Active
TRANSACTION DETAILS

Comments

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Last login: 10/25/2016 12:28 p.m. CST

My BENCOR Products

RETIREMENT PLANS (800) 355-4556


Defined Contribution
Accounts As of 01/01/2015
Total DC Balance: $400,000.20
Plan Name Plan Number Plan Balance
EFG 401 (k) Even Longer Line 2 QA99999 00001 $200,000.20 Access this planDETAILS
Transamerica and Aegon Compliance Employees 401(k) QA99999 00001 $200,000.20 Access this plan
Total DC Balance $400,000.20

My Transamerica Products

RETIREMENT PLANS (800) 355-4556


Defined Contribution
Accounts As of 01/01/2015
Total DC Balance: $400,000.20
Plan Name Plan Number Plan Balance
EFG 401 (k) Even Longer Line 2 QA99999 00001 $200,000.20 Access this planDETAILS
Transamerica and Aegon Compliance Employees 401(k) QA99999 00001 $200,000.20 Access this plan
Total DC Balance $400,000.20

My BENCOR Products

RETIREMENT PLANS

Defined Contribution

Plan Name:
EFG 401(k) Even Longer Line 2
QA99999 00001
Plan Number
$200,000.20
Plan Balance
Plan Name:
Transamerica and Aegon Compliance Employee 401(k)
QA99999 00001
Plan Number
$200,000.20
Plan Balance
Total DC Balance:
$400,000.40

Related Defined
Contribution Plans

Employee/Provider:
North Shore-LIJ Health System/Provider: LINCOLN - PENFACTS
L44574F5#11-2241326
Plan Number
As of 02/12/2016 $200,000.20
Plan Balance
Plan Name:
EFG 401(k) Even Longer Line 2
QA99999 00001
Plan Number
$200,000.20
Plan Balance
Total DC Balance:
$400,000.40
*Accounts reported on a gross basis will be reduced by any outstanding or defaulted loan balances you may have before they are included in your OnTrack® total for estimating your retirement income and outlook.

My Transamerica Products

RETIREMENT PLANS

Defined Contribution

Plan Name:
EFG 401(k) Even Longer Line 2
QA99999 00001
Plan Number
$200,000.20
Plan Balance
Plan Name:
Transamerica and Aegon Compliance Employee 401(k)
QA99999 00001
Plan Number
$200,000.20
Plan Balance
Total DC Balance:
$400,000.40

Related Defined
Contribution Plans

Employee/Provider:
North Shore-LIJ Health System/Provider: LINCOLN - PENFACTS
L44574F5#11-2241326
Plan Number
As of 02/12/2016 $200,000.20
Plan Balance
Plan Name:
EFG 401(k) Even Longer Line 2
QA99999 00001
Plan Number
$200,000.20
Plan Balance
Total DC Balance:
$400,000.40
*Accounts reported on a gross basis will be reduced by any outstanding or defaulted loan balances you may have before they are included in your OnTrack® total for estimating your retirement income and outlook.

Sso Dashboard

Last login: 10/25/2016 12:28 p.m. CST

My Transamerica Products

RETIREMENT PLANS


Defined Contribution
Accounts As of 01/01/2015
Total DC Balance: $400,000.20
Plan Name Plan Number Plan Balance
EFG 401 (k) Even Longer Line 2 QA99999 00001 $200,000.20 Access this planDETAILS
Transamerica and Aegon Compliance Employees 401(k) QA99999 00001 $200,000.20 Access this plan
Total DC Balance $400,000.20
Related Defined Contribution Plans
Total DC Balance: $400,000.20
Employer/Provider Plan Number Plan Balance
EFG 401 (k) Even Longer Line 2 QA99999 00001 $200,000.20 Access this plan
Transamerica and Aegon Compliance Employees 401(k) QA99999 00001 $200,000.20 Access this plan
Total DC Balance $400,000.20

* Accounts reported on a gross basis will be reduced by any outstanding or defaulted loan balances you may have before they are included in your OnTrack® total for estimating your retirement income and outlook.

Employer/Provider Plan Number Plan Balance
Lincoln-APS-Trac Covenant Med. Ctr. Inc D/B/A Covenant Healthcare L4930818#38-3369438 As of 02/12/2016 $22,287.53 Access this plan
Total Net Balance $22,287.53
Defined Benefit
Accounts As of 01/01/2015
Total DC Balance: $400,000.20
Plan Name Plan Number Plan Balance
Nintendo of America, Inc. DB Ret. Plan GQ71972XL DB1 Plan Balance $3,457,707.81 Access this plan
Trinithy Health Pension Plan Tape Select this plan for your estimated benefit. Access this plan
Vectren Corp Combined Non-Bargaining Retirement Plan CT73028LG DB1 Plan Balance $303,869.19

Monthly Benefit $52,626.92
Access this plan
Tate and Lyle Salaried Pension Plan CT71888 DB1 Monthly Benefit $263.30 Access this plan
Total Benefits: Plan Balances $3,761,577.00

Monthly Benefit $52,890.22

INDIVIDUAL RETIREMENT ACCOUNTS (IRAs)


Transamerica Traditional IRA
IRA Account Number
QA1234567
IRA Balance
As of 02/12/2016
$100,000,000.00
Access this plan

MUTUAL FUNDS


Account Number ABC
Account Type
[ABCDEF]
Account Total
As of 02/12/2016
$100,000,000.00

ANNUITIES


Policy Number 1234567890
Product
ABC Product

Payout Amount
$100,000.00
Annuitant Name
John Smith

Payment Sequence
Monthly
Status
Active
Policy Number 1000000075
Product
XYZ Product

Current Value
As of 02/12/2016
$100,000,000.00
Annuitant Name
John Smith
Status
Active
Policy Number 9999988765
Product
QRS Product
Annuitant Name
John Smith
Status
As of 09/10/2015
Terminated

INSURANCE


Life
Certificate / Policy Number 1234567890
Product Type
[Product Type Name]
Insured Name
Steve Smith
Status
Active
Face Amount
As of 02/12/2016
$100,000,000.00
Certificate / Policy Number 1000000045
Product Type
[Product Type Name]
Insured Name
Steve Smith
Status
As of 09/10/2015
Terminated
Supplemental Health
Certificate / Policy Number 1234567890
Product Type
[Product Type Name]
Insured Name
Steve Smith
Status
Active
Face Amount
As of 02/12/2016
$100,000,000.00
Additional Products & Services
Certificate / Policy Number 1234567890
Product Type
[Product Type Name]
Insured Name
Steve Smith
Status
Active
Face Amount
As of 02/12/2016
$100,000,000.00
RETIREMENT PLANS

Defined Contribution

Plan Name:
EFG 401(k) Even Longer Line 2
QA99999 00001
Plan Number
$200,000.20
Plan Balance
Plan Name:
Transamerica and Aegon Compliance Employee 401(k)
QA99999 00001
Plan Number
$200,000.20
Plan Balance
Total DC Balance:
$400,000.40

Related Defined
Contribution Plans

Employee/Provider:
North Shore-LIJ Health System/Provider: LINCOLN - PENFACTS
L44574F5#11-2241326
Plan Number
As of 02/12/2016 $200,000.20
Plan Balance
Plan Name:
EFG 401(k) Even Longer Line 2
QA99999 00001
Plan Number
$200,000.20
Plan Balance
Total DC Balance:
$400,000.40
*Accounts reported on a gross basis will be reduced by any outstanding or defaulted loan balances you may have before they are included in your OnTrack® total for estimating your retirement income and outlook.
IRAs
Transamerica Traditional IRA
QA99999 00001
IRA Account Number
As of 02/12/2016 $100,000,000.00
IRA Balance
MUTUAL FUNDS
Account Number ABC
[ABCDEF]
Account Type
As of 02/12/2016 $100,000,000.00
Account Total
ANNUITIES
Policy Number 1234567890
ABC Product
Product
John Smith
Annuitant Name
Active
Status
$100,000.00
Payout Amount
Monthly
Payout Sequence
INSURANCE

Life

Certificate / Policy Number 1234567890
[Product Type Name]
Product Type
Steve Smith
Insured Name
Active
Status
As of 02/12/2016 $100,000.00
Payout Amount
Monthly
Payout Sequence

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Last login: 10/25/2016 12:28 p.m. CST

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